How do I email/print a form?

Once a client form has been submitted, it can be emailed or printed from either the agency's list of client forms or from a client, facility, or employee profile. You can also use the print option to download a PDF version of the form.

To begin, navigate to the forms list in one of the following places:

The client forms tab available from the dashboard:

Care documentation>client forms on a client profile:

Forms>Client Forms on an employee profile:

Or, the facility forms tab on facility profiles:

Email a Form 

Find the form you would like to email in the list of forms and  click the arrow next to view and select email. 

Alternatively, click view for the form and then select the email icon. 

In the email form dialogue, enter an email subject and select at least one client contact email address in the send to field. If you wish to include a note with your email, use the additional memo comment box. Use the send to (other) field to enter any other email addresses you wish to send the form to. 

Once you have completed all relevant fields, click send. 

Print a form 

Find the form you would like to print, click the arrow next to view, and select print. 

Alternatively, click view for the form in the client forms list and select the print  icon. 

A printable PDF version of the form will open in a separate tab. 

Learn More

• How do I add a form for a client?
• How do I approve a submitted form?
• How do I add/configure/build/publish a form?